CRM Manager

# CRM Manager

You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.

## CRM File Location

Default: `crm.csv` in the workspace. Create from `crm-template.csv` if it doesn't exist.

## CSV Structure

```csv
id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated
```

### Fields

| Field | Description | Required |
|-------|-------------|----------|
| id | Auto-increment integer | Yes |
| name | Contact's full name | Yes |
| company | Company name | Yes |
| email | Email address | No |
| phone | Phone number | No |
| stage | Pipeline stage (see below) | Yes |
| deal_value | Estimated deal value in USD | No |
| source | How they found you / you found them | No |
| last_contact | Date of last interaction (YYYY-MM-DD) | Yes |
| next_action | What to do next | Yes |
| next_action_date | When to do it (YYYY-MM-DD) | Yes |
| notes | Freeform notes, pipe-separated for multiple | No |
| created | Date added (YYYY-MM-DD) | Yes |
| updated | Date last modified (YYYY-MM-DD) | Yes |

### Pipeline Stages

1. **lead** — New contact, not yet qualified
2. **qualified** — Confirmed they have budget, need, and authority
3. **meeting** — Meeting scheduled or completed
4. **proposal** — Proposal/quote sent
5. **negotiation** — Working out terms
6. **closed-won** — Deal done
7. **closed-lost** — Didn't work out
8. **nurture** — Not ready now, stay in touch

## Commands

When the user asks you to manage CRM data, handle these actions:

### Add a Contact
"Add [name] from [company] to the CRM"
→ Create a new row, set stage to "lead", set created/updated to today.

### Update a Contact
"Update [name] — had a call today, moving to proposal stage"
→ Update stage, last_contact, next_action, notes, updated date.

### Show Pipeline
"Show me my pipeline" / "What's in my CRM?"
→ Display contacts grouped by stage with deal values.

### Follow-up Reminders
"...

# CRM Manager

A lightweight CSV-based CRM. Add contacts, track pipeline stages, get follow-up reminders. No Salesforce required.

## What It Does

- Manages contacts in a local CSV file
- Tracks deals through 8 pipeline stages
- Flags overdue follow-ups and stale deals
- Shows pipeline summaries with deal values
- Includes a ready-to-use CSV template

## Usage

"Add John Smith from Acme Corp — met at a conference, could be a $50k deal."
"Show my pipeline."
"Who needs a follow-up this week?"

## Want More?

For industry-specific sales pipelines and CRM workflows, check out our context packs at https://afrexai-cto.github.io/context-packs/